How do you assure quick success for a new financial services company and product?
This case study analyzes the accelerated launch success of investment firm CONVERSUS (now Stepstone Private Wealth) as they leveraged a more value-centric approach to accelerate growth in assets under management, from zero to over $1B in record time.
CHALLENGES
- Launch an innovative financial services firm and first alternative investment product
- Quickly determine the best positioning and messaging
- Create the content and assets needed to drive launch and ramp-success
RESULTS
- Helped the company immediately differentiate with a value-centric approach
- Empowered outreach and managers to articulate the clearly articulate value of the product to new prospects
- Helped the firm grow from zero to over $1B in assets under management within record time
